Salesforce Administrator

October 23

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EBQ

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CRM Optimization • B2B Data • Marketing • B2B Appointment Setting • Sales

201 - 500 employees

🤝 B2B

Description

• This position will be responsible for training and supporting client needs as it relates to Salesforce.com • You should be experienced in supporting teams across multiple business units • Gather client’s business requirements and transform these into technical requirements for Salesforce design • Leverage Salesforce best practices to minimize the need for custom development • Write technical documentation for clients outlining standard operating procedures • Accurately execute training modules with EBQ customers • Audit Salesforce and provide detailed plan to optimize configuration • Identify and communicate project risks and issues in a timely manner • Effectively migrate and implement Salesforce for new organizations • Work with EBQ’s customers to understand their unique business needs and then customize Salesforce to meet business requirements • Develop relationships with clients and confidently demonstrate business process expertise when advising client executives and stakeholders • Create and manage custom field and objects, flows, record types, data validation, page layouts, and third-party integrations • Develop and create customized reports and dashboards based on client needs • Manipulate data and import into Salesforce using various ETL tools • Keep abreast of new Salesforce features and functionality in order to provide recommendations for process improvements to EBQ’s clients • Effectively manage task within EBQ’s project management system • Retain and accurately apply the training and direction received from management • Consistently achieve or exceed monthly target(s) established by supervisor • Adhere to company policies and values • Work effectively in a collaborative work environment and professionally represent EBQ to clients • Perform other duties as assigned

Requirements

• Highly motivated and disciplined self-starter with excellent oral and written communication skills • Understanding of Salesforce best practices and data architecture • Salesforce Administrator Certification • 1-2 years of Salesforce experience as an end-user or 6 months of experience as a Salesforce admin • Strong customer service and organizational skills • Understanding of Agile and Scrum methodologies • Working proficiency with Microsoft Excel • Process-oriented • High attention to detail • Proficiency in the following areas is desirable, but not required: Online screen sharing tools such as RingCentral Meetings, WebEx, GoToMeeting, or Join.Me • Knowledge of SQL or SOQL • Additional preferred Salesforce certifications: Advanced Administrator, Platform App Builder, Business Analyst, Sales Cloud Consultant, Service Cloud Consultant, Nonprofit Cloud Consultant, Experience Cloud Consultant, Marketing Cloud Consultant, or CPQ Specialist • Business analyst and/or sales experience • Experience working with both SMB and Enterprise organizations • Experience working with Non-Profit organizations • Understand or experience in release management and software development lifecycle